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We create financial strategies that are tailored to your financial goals.
Trust. Honesty. Integrity. We believe values matter and we live by ours every day.
We create strategies to help reduce stress and preserve capital.
At Rosenberg Financial Group, Inc., we have created the Retire-Relax SolutionTM. Retire-Relax is a disciplined investment approach for retirees and pre-retirees that includes an exit strategy when we feel the risk is high. Keeping an eye on the investment landscape is something Rosenberg Financial Group, Inc. does for our clients each and every day.
Rosenberg Financial Group, Inc. is an independent, fee-based firm who represents our clients and not a big company or firm. Costs to manage your money and provide financial advice are fully disclosed. There is a full-time investment manager who builds and consistently monitors your portfolio based on your risk profile. Our Retire-Relax Solution assists us in making asset allocation decisions, including converting 100% to cash when we feel it is prudent.
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.
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